Client Intake Specialist

1 day ago

Caloocan City, National Capital Region, Philippines beBeeClient Full time ₱8,320 - ₱12,480
Job Title: Client Intake Specialist

We are seeking a highly organized and detail-oriented individual to join our team as a Client Intake Specialist.

Key Responsibilities:
  • Serve as the primary point of contact for potential new clients via phone, email, and online platforms.
  • Conduct thorough intake interviews via telephone to gather critical information regarding potential legal matters.
  • Prepare written detailed summaries of intake interviews.
  • Follow up with potential new clients regarding any documents requested for review.
  • Assess initial eligibility and legal matter suitability in coordination with supervising attorneys. Communicate clearly and compassionately with potential new clients, setting appropriate expectations.
  • Schedule follow-up calls between potential new clients and attorneys at our firm where needed.
  • Follow up on incomplete intakes and provide timely updates to firm attorneys and to potential new clients on their intake status.
  • Prepare draft emails/letters declining representation and possibly referring to other attorneys upon instruction from attorneys at our firm.
Requirements:
  • Bachelor's degree or equivalent experience in a legal, administrative, or client service role.
  • 2+ years of experience in a legal support or client intake-related position, preferably in a law firm or legal department.
  • Strong oral and written communication skills in English.
  • Familiarity with U.S. legal terminology and procedures.
  • Strong organizational skills with exceptional attention to detail.
  • Proficient in using legal practice management and CRM software (e.g., Clio, MyCase, Lawmatics, Actionstep).
  • Proficient in use of Google Workspace and Microsoft Office, especially Gmail and Word documents
  • Ability to handle sensitive and confidential information with discretion.
Preferred Qualifications:
  • Knowledge of relevant data privacy regulations (e.g., GDPR, HIPAA, if applicable).
  • Experience working in a fast-paced remote environment with minimal supervision.

Benefits:

  • A competitive salary and benefits package.
  • The opportunity to work with a dynamic team of professionals.
  • Professional development opportunities.

What We Offer:

  • A supportive and collaborative work environment.
  • The chance to make a meaningful contribution to our organization.

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